Career Opportunities: Financial Planning Administrator

1 day ago

Sydney, New South Wales, Australia beBeeFinancial Full time $55,000 - $75,000
Job Summary

We are seeking an experienced professional to support our financial planning team in Wollongong.

Main Responsibilities
  • Administrative Support: Prepare and process client-related paperwork, manage client files, and update the internal CRM system.
  • Liaise with third-party providers, such as fund managers and insurance companies.
  • Assist with the implementation of financial advice strategies.
  • Maintain compliance with ASIC standards.
Key Requirements
  • A minimum of 2 years of experience in a similar administrative or support role within the financial planning industry.
  • Proficiency with Xplan and Microsoft Office suite.
  • A strong understanding of administrative processes and attention to detail.
  • Excellent communication and interpersonal skills.

This is an excellent opportunity to advance your career in the financial planning sector, contributing directly to team success and client satisfaction.

  • Financial Planning Assistant

    2 days ago

    Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full time

    OverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...

  • Financial Planning Assistant

    2 days ago

    Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full time

    OverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...

  • Financial Advisory Administration

    2 hours ago

    Sydney, New South Wales, Australia Bfg Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park.We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time.This is an...

  • Financial Advisory Administration

    3 days ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Advisory Administration

    3 days ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Careers in Financial Planning

    9 hours ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our Sydney team. This role offers an opportunity to work with clients, provide strategic financial planning and investment advice, and grow your career in a supportive environment.Your Key Responsibilities:Collaborate with clients to understand their financial...

  • Systems Administrator

    1 day ago

    Sydney, New South Wales, Australia beBeeFinance Full time $75,000 - $88,000

    Job TitleAn experienced Finance Systems professional is required to support the design, delivery and ongoing maintenance of a Group EPM platform. The ideal candidate will have a strong understanding of building and maintaining such systems.About the RoleGather and document functional business processes and requirements to ensure seamless system...

  • Career Opportunity

    4 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $95,000 - $125,000

    Financial Planning and Analysis Manager">">This is a highly skilled role that will play a key part in the financial management of our organization.">">The Financial Planning and Analysis Manager will provide expert advice and guidance on financial matters, working closely with stakeholders to drive business decision-making.">">The successful candidate will...

  • Sydney Financial Planning Career

    2 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Financial Planning Professional OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Planning Professional in Sydney. As a key member of our financial services team, you will play a vital role in supporting our advisors in delivering high-quality financial planning services to clients.Key Responsibilities:Develop and...

  • Career Path in Financial Planning

    6 days ago

    Sydney, New South Wales, Australia beBeefinance Full time $60,000 - $85,000

    Finance and Strategy Career PathWe are seeking recent or soon-to-be graduates who share our passion for making a positive impact on the lives of customers and communities.The 18-month graduate program offers hands-on experience in a collaborative environment where you'll work on innovative projects, receive training and mentorship, complete meaningful work,...